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Organizational Chart of Wealthspire Advisors
Wealthspire Advisors
www.wealthspire.com
has 57 executives
+1 212 973 1200
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Board
N-1
N-2
CEO
Mike LaMena
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Chairman of the Board
Howard Sontag
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CFO
Brian Powers
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Compliance
M...
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Control
C...
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Finance
A...
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President & COO
Eric Sontag
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Co-Head, Potomac Office
A...
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Intermediary Operations
N...
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Investment
M...
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Growth
J...
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Deputy Investment
D...
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Managing Director
J...
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Managing Director
M...
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Managing Director
B...
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Managing Director
B...
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Managing Director
Z...
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Managing Director
C...
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Managing Director
A...
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Managing Director
G...
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Managing Director
G...
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Managing Director
J...
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Managing Director
J...
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Market Strategist
C...
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Trading, Portfolio & Risk Mg...
J...
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Investments
C...
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Investments
T...
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Investments
C...
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Investments
M...
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Investments
C...
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Strategy
G...
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HR
C...
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Legal & M&A
H...
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Integration & Project Mgmt
C...
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Legal & Compliance
K...
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Advisor Success
M...
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Family Office Services
H...
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Midwest Region
K...
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Mid-Atlantic Region
T...
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Client Service
J...
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Intermediary Business
G...
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Trustee
M...
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Managing Director
J...
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Managing Director
C...
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Managing Director
M...
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Managing Director
D...
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Managing Director
D...
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West Region
M...
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Data Management
R...
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Advisory Technology
A...
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Data Operations
M...
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Digital Com & Business Intel...
C...
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Client Operations
I...
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Marketing
A...
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Mktg, Northeast
C...
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Brand
S...
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Mktg & Comms
E...
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Updated Aug 15, 2023
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